CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 255 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IDV | Ishares International Select | ETF-其他 | 10.68% | — | +39.89% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 9.24% | +0.04% | +30.45% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.06% | — | -3.20% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.23% | — | -1.41% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 4.40% | — | -4.80% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.86% | — | -0.67% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.50% | — | +38.53% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.32% | — | -0.62% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.29% | -0.09% | +4.45% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | — | +25.29% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.08% | +0.03% | +4.70% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.00% | — | -2.43% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.89% | — | +1.84% | |
| 14 | RHT1EUR | Red Hat INC | 股票-其他 | 1.72% | — | +430.87% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.60% | — | -8.36% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.57% | +0.24% | +9.18% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.56% | -0.41% | +9.32% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | — | -1.58% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.35% | +0.12% | +8.59% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.03% | +5.39% | |
| 21 | BAX | Baxter International INC | 股票-医疗保健 | 1.00% | — | +1747.30% | |
| 22 | LNC | Lincoln National CORP | 股票-金融 | 0.96% | — | -0.00% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.96% | -0.09% | -31.36% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.91% | +0.06% | +5.42% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.91% | +0.02% | +5.90% | |
| 26 | ON | On Semiconductor | 股票-科技 | 0.86% | — | +0.07% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.86% | -0.03% | +2.17% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.85% | +0.06% | +2.32% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.78% | +0.14% | +7.29% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.75% | — | -34.05% | |
| 31 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.66% | — | +5.20% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | -0.05% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.58% | — | +0.46% | |
| 34 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.58% | — | -6.01% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | — | -3.05% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.57% | — | -7.05% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | -11.11% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.52% | — | +3.37% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.52% | — | +4.70% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.50% | -0.09% | -14.04% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.49% | — | +10.02% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.48% | — | +3.63% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | -0.09% | +52.10% | |
| 44 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.45% | +0.04% | +8.55% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +7.76% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.41% | — | +3.98% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.41% | — | -0.01% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.40% | — | +11.20% | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.39% | — | -0.83% | |
| 50 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.38% | — | -0.02% |